Stratic
Calder & Vance
Building a data and AI readiness plan for a multi-location professional services firm.
Team
35 people
[01] The Challenge
Calder & Vance operated across four locations with client data spread over three disconnected systems. The partners wanted AI for reporting and client insight, but nobody trusted the data, and the operations manager estimated the team lost 20 hours a week to duplication and fixes.
[02] Our Approach
We audited their data sources, defined the CRM as the single source of truth and produced a staged roadmap: clean and connect first, then introduce AI reporting. We selected the tools, wrote data ownership rules and supported the internal team through each phase of the rollout.
[03] The Outcome
Data entry errors dropped to near zero within two months. The partners now receive AI-generated monthly insight reports they trust, and the operations manager reclaimed four days a month once lost to manual reconciliation.
[04] The Metrix
